Item withholding is performed in two steps:
The first step is to withhold items during an inspection (this article).
The second step is to release withheld items when it's time to bill for them.
This article deals with the first step, withholding items while placing them during an inspection.
Withholding Items on an Inspection
After selecting placed items during an inspection (check our this article for help with item placement), you will see a yellow hand icon next to each item like the picture below.
Click the hand icon to open the withholding options popup (pictured below). In the popup box you'll be able to enter the quantity to withhold, along with a reason you are withholding this item.
You can only withhold between 0 and the total current placement quantity of the item in the current inspection. Example: If you place 15 of an item, you can only withhold between 0 and 15 of that item.
After you have entered the desired withholding amount, click the Apply Withholding button to save your changes. The item row will now indicate that there is a withheld quantity. The withheld quantity and reason will also be displayed on the review page and any PDF exports of the inspection.
On the item placement screen
On the review screen and PDF exports
